Betterment LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 411 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Betterment LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$317
+7.5%
6,212
-1.0%
0.00%0.0%
Q3 2023$295
+43.9%
6,275
+49.6%
0.00%0.0%
Q1 2023$2054,1950.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders